This community is for professionals and enthusiasts of our products and services.
Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.
In odoo 18, Which of the following is NOT true about the relationship between an opportunity and a customer?
A. Opportunities (even won) can exist in the database without a customer record
B. Once an opportunity is won, you can no longer create a new customer record from the opportunity form
C. You can create a new customer record before or after you have won the opportunity
Answer: Once an opportunity is won, you can no longer create a new customer record from the opportunity form
Explanation:
Even after an opportunity is marked as Won, you can still create a new customer record from the opportunity form.
1. Open CRM App from the main dashboard.
2. Select a Won Opportunity from the pipeline.
3. Find the Customer Field on the opportunity form.
4. Click “Create and Edit…” to add a new customer.
